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Manages a commercial insurance book of business, servicing client coverage needs, renewals, policy changes, proposals, binding, invoicing, and records. Maintains client and underwriter relationships, negotiates coverage, reviews policies for accuracy, supports client retention and new business, delegates work to associate account managers, and collaborates with colleagues on training and service standards.

Manages a commercial insurance book of business and provides client, carrier, and underwriter service. Responsibilities include handling coverage inquiries, coordinating renewals, negotiating terms and pricing, reviewing quotes and policies, preparing proposals and binders, maintaining electronic records, managing client relationships, and delegating work to associate account managers. The role also supports client retention, coverage binding, team training, and adherence to brokerage standards.

Manages a commercial crop insurance book, servicing client coverage needs, policy changes, renewals, quotes, negotiations, proposals, invoicing, and policy documentation. Builds client and underwriter relationships, supports retention and new business, delegates work to associate account managers, maintains electronic records, ensures broker standards and file accuracy, and collaborates with team members on coverage knowledge and client service.

Manage a commercial property and casualty insurance book of business, servicing clients, producers, and internal teams. Responsibilities include reviewing activities in EPIC, handling endorsements, billing, certificates, proposals, audits, policy analysis, risk assessments, renewal negotiations, marketing submissions, and coverage recommendations. The role advocates for clients, supports account growth, and mentors customer service representatives. It requires licensed P&C insurance expertise and is hybrid, with three office days weekly.

Manage and retain a book of commercial insurance accounts, coordinating new and renewal business, quotations, applications, policy issuance, endorsements, invoices, cancellations, and client communications. Review policies for accuracy, gather underwriting data, maintain account files, generate reports, and collaborate with producers, carriers, underwriters, claims representatives, and service teams. The role also involves continuing education, maintaining insurance expertise, and assisting with employee training.

Services assigned commercial insurance accounts by reviewing coverage, limits, and client needs; recommends appropriate solutions; maintains client relationships; develops new business; prepares applications, proposals, certificates, invoices, and renewal transactions; maintains agency management records; supports premium collections; and contributes to departmental production and profitability goals.

Leads seven Private Client Account Managers and Account Executives serving high-net-worth clients in Washington. Responsibilities include coaching, performance management, retention strategy, complex coverage and service escalations, renewal and carrier negotiations, workflow and KPI oversight, agency management system adherence, carrier relationship management, and integration of acquired client portfolios. The role is a hybrid player-coach position requiring hands-on HNW personal lines expertise and Washington insurance licensing.

The HUB Insurance Sales Advisor sells insurance products, develops client relationships, maintains the client database, and provides support and education on services offered.

The Insurance Accounting Senior Associate processes high-volume invoices, reconciles accounts, resolves discrepancies, and maintains accounting documentation while ensuring accuracy within service level agreements.

The Assistant Account Manager supports account management by handling inquiries, service work, policy changes, and client presentations to ensure client satisfaction and retention.